+0.1%
BA vs RKT
+0.4%
-0.3%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.9% | -1.5% | -0.7% |
| 7D | -1.7% | +10.3% | -12.0% | -2.9% |
| 30D | -9.5% | +32.3% | -41.8% | -12.7% |
| 3M | -26.5% | +10.7% | -37.2% | -27.6% |
| 6M | -27.4% | -3.2% | -24.2% | -27.7% |
| YTD | -20.6% | -21.5% | +0.9% | -19.6% |
| 1Y | -11.4% | -6.0% | -5.4% | -12.2% |
| 3Y | -10.8% | +104.2% | -115.1% | -22.6% |
| 5Y | -21.9% | +2.5% | -24.4% | -30.3% |
| All | +0.1% | +0.4% | -0.3% | -13.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RKT.
Daily Out/Under-Performance
Portfolio return minus RKT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RKT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded RKT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling